DSP ELSS Tax Saver Fund Direct Growth

Scheme code: INF740K01OK1 NAV value: ₹ 149.6480 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	5.85	58.12	34.58	28.39
3 year	13.16	36.72	21.83	19.8
5 year	4.88	33.01	16.99	15.18
7 year	9.68	20.41	16.41	14.39
10 year	14.80	20.60	18.12	15.51
12 year	17.72	19.52	18.67	14.47

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	34.58
3 year	6.28	33.32	15.79	21.83
5 year	3.54	26.02	13.5	16.99
7 year	3.33	15.62	11.71	16.41
10 year	3.49	17.22	10.6	18.12
12 year	3.07	16.17	10.84	18.67
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	34.58
3 year	9.08	58.7	29.31	21.83
5 year	3.67	48	18.04	16.99
7 year	3.8	31.03	14.14	16.41
10 year	3.8	28.93	12.39	18.12
12 year	3.63	26.65	12.59	18.67
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	34.58
3 year	7.68	33.37	17.09	21.83
5 year	2.35	27.63	13.51	16.99
7 year	3.76	16.01	12.07	16.41
10 year	3.56	16.94	10.92	18.12
12 year	3.31	16.54	11.01	18.67
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	34.58
3 year	8.04	34.46	18.26	21.83
5 year	3.37	28.64	14.21	16.99
7 year	3.97	16.42	12.41	16.41
10 year	3.53	17.72	11.22	18.12
12 year	3.1	16.97	11.31	18.67
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 34.58% - Median return: 39.15% - Average standard deviation: 5.42

Rolling return for 3 year

- Average return: 21.83% - Median return: 21.1% - Average standard deviation: 1.95

Rolling return for 5 year

- Average return: 16.99% - Median return: 16.82% - Average standard deviation: 1.04

Rolling return for 7 year

- Average return: 16.41% - Median return: 16.5% - Average standard deviation: 0.75

Rolling return for 10 year

- Average return: 18.12% - Median return: 18.19% - Average standard deviation: 0.49

Rolling return for 12 year

- Average return: 18.67% - Median return: 18.75% - Average standard deviation: 0.45

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,46,504	1,46,504	12.21
3 year	36,00,000	49,10,635	13,10,635	10.91
5 year	60,00,000	96,26,128	36,26,128	9.92
7 year	84,00,000	1,53,99,229	69,99,229	9.05
10 year	1,20,00,000	3,08,20,525	1,88,20,525	9.89
12 year	1,44,00,000	4,64,03,066	3,20,03,066	10.24

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	12.21
3 year	7.3	10.91
5 year	7.48	9.92
7 year	6.39	9.05
10 year	5.95	9.89
12 year	6.11	10.24

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	12.21
3 year	20.64	10.91
5 year	13	9.92
7 year	9.48	9.05
10 year	7.99	9.89
12 year	8.12	10.24

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	12.21
3 year	8.22	10.91
5 year	7.77	9.92
7 year	6.6	9.05
10 year	6.23	9.89
12 year	6.37	10.24

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	12.21
3 year	8.71	10.91
5 year	8.22	9.92
7 year	6.82	9.05
10 year	6.47	9.89
12 year	6.6	10.24

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,46,504 - Absolute Returns: ₹1,46,504 - CAGR: 12.21%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,10,635 - Absolute Returns: ₹13,10,635 - CAGR: 10.91%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹96,26,128 - Absolute Returns: ₹36,26,128 - CAGR: 9.92%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,53,99,229 - Absolute Returns: ₹69,99,229 - CAGR: 9.05%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,08,20,525 - Absolute Returns: ₹1,88,20,525 - CAGR: 9.89%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,64,03,066 - Absolute Returns: ₹3,20,03,066 - CAGR: 10.24%